How Do Saved Filters Work?

Filters allow you to narrow results to view exactly what you need.

If you find yourself filtering through the same subjects on a consistent basis, you are able to save these specific filters. Let's say that you generally want to see the bookings from the last 30 days - All you'd need to do is select this filter once, and then select the "Save New" button to make this a saved filter option. 

You would then enter a Saved Filter name and click 'Save'!

You are able to select this filtered view at any time from your Filter selections, and you can also delete it by hovering over the filter title! This will save you the time of re-selecting the items that you would like to filter by. 

For Reports:

You can also use saved filters if you are running the same report on a consistent basis! If you using any of the Report Builders (Leads Export Report, Payments Export Report, or Bookings Export Report), you can save the custom filters so you can access this report under a saved set! Once you have the filters you like, you can save the set (red arrow) and the saved set with its custom name will be accessible in the Saved Column Sets (green arrow)!

Video Tutorial: